Benefit from short-term trends in thematics: Themes evolve due to various influences. An agile, tactical allocation between themes over time, can potentially enhance a multi-thematic strategy’s return.
Leverage expert stock selection: Tilt to pure-play investment opportunities cannot be achieved without leveraging subject matter expertise across the domains captured in the strategy, which should be central to stock selection in multi-thematics.
Focusing on pivotal themes: Hand over the reins of theme selection to thematic experts who ensure strong diversification.
Amplify the growth potential:
Thematics is about benefitting from long-term structural growth in Megatrends. A multi-thematic strategy can help investors harness this growth through the selection of themes
Amplify the growth
potential
Focus on the rising stars of tomorrow, not the giants of yesteryears. Focusing on up and coming companies, such strategy can increase its growth potential and create differentiation with market indices.
Focusing on pivotal
themes
Benefit from short-term trends in thematics
Focus on pure-play
innovators
Focus on the rising stars
of tomorrow, not the giants
of yesteryears
Leverage expert stock
selection
Focus on pure-play innovators: Multi-thematic strategies, like single-theme strategies should thrive to invest in pure-play companies, meaning those with more direct exposure rather than tangential exposure to the theme.
Leading companies in the European defence sector
Areospace
Cybersecurity and electronics
Naval System
Space and Satellites
Sensors and radars
Engineering and logistics
Production d’énergie durable
Stockage d’énergie durable
Alimentation durable
Gestion durable des ressources
Vieillissement de la population
Croissance des marchés émergents
Rising of EM Consumer
Armored and weaponry
Cloud Computing
Infrastructures numériques
Cybersécurité
Technologies médicales
Semi-conducteurs
Production d’énergie durable
Semiconductors
Semiconductors
Training and infrastructure
